Every day, thousands of firms across the
industry benefit from our services.

Discover our services

Reduce costs, increase operational efficiencies and widen your business opportunities.
Our 8 unique services are all designed specifically for the financial services industry.
Integration Hub
Transfer Tracking, Valuations, Account Opening and Transaction History – let our Integration Hub grow your connections and reduce your costs. For platforms and adviser back-office systems, we will take you through how it works.
Get ready for Pensions Dashboards
Working with the industry to help deliver the Pensions Dashboard for UK citizens. Our work on the prototype, pension finder service and scalability testing means we’re ready to enable the single biggest catalyst for driving consumer engagement with their pensions.
Options Transfers
Since launch in 2008, our Transfer Service has transferred over £150bn worth of pensions (including SIPPs and workplace pensions) and ISAs – albeit via cash or re-registration. Our Transfer Service automates the transfer process to make it smoother, faster and safer for every party involved.
Agency Services
Two vital services for advisers and platforms. Agency Registration enables multiple registrations to providers/platforms in just a few clicks. Agency Administration enables advisers to easily manage changes to existing agency arrangements such as; change of bank account, address and so on. And it’s all free to financial advisers.
Data Matching
Data Matching is a very cost-effective way to improve the accuracy of your customer data, reduce fraud and enables better management of your reserves.
Unipass Identity
Used by 8 in 10 financial advisers, Unipass Identity makes using online services easy and more secure. Unipass Identity provides one online identity that can be used with many platforms, systems and digital services – on any device – and its free for advisers.
Unipass Securemail
Making sure your emails are safe with best in class technology for encryption, our Unipass Securemail service has over 87,000 users. Free for financial advisers, it helps keep email content and processing GDPR compliant.
Origo's Open Standards enables the industry to simply and securely integrate with each other quickly, reducing the required costs and resource needed to set up and maintain integration points. Origo’s Standards are now managed by Criterion.
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